$2.81 Billion is the total value of TYBOURNE CAPITAL MANAGEMENT (HK) LTD's 13 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 54.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $308,383,000 | -2.4% | 162,853 | -8.2% | 10.96% | -10.8% |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $305,972,000 | +25.1% | 8,030,751 | +18.5% | 10.88% | +14.3% |
| MELI | New | MERCADOLIBRE INC | $304,217,000 | – | 497,273 | +100.0% | 10.81% | – |
| CTRP | Buy | CTRIP COM INTL LTDsponsored ads | $272,877,000 | -1.8% | 7,393,045 | +16.3% | 9.70% | -10.3% |
| TWLO | Buy | TWILIO INCcl a | $272,450,000 | +34.3% | 1,998,163 | +27.2% | 9.68% | +22.7% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $271,013,000 | +1.8% | 2,071,333 | -12.6% | 9.63% | -7.0% |
| CRM | Sell | SALESFORCE COM INC | $266,980,000 | -19.5% | 1,759,571 | -16.0% | 9.49% | -26.4% |
| SNAP | Sell | SNAP INCcl a | $206,690,000 | -41.0% | 14,453,861 | -54.5% | 7.35% | -46.1% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $199,355,000 | -21.3% | 3,123,215 | -32.7% | 7.09% | -28.1% |
| FTCH | Buy | FARFETCH LTDord sh cl a | $179,743,000 | +3239.7% | 8,641,480 | +4220.7% | 6.39% | +2956.9% |
| UBER | New | UBER TECHNOLOGIES INC | $139,206,000 | – | 3,001,420 | +100.0% | 4.95% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $66,641,000 | – | 127,045 | +100.0% | 2.37% | – |
| BCYC | New | BICYCLE THERAPEUTICS PLCsponsored ads | $19,697,000 | – | 1,957,961 | +100.0% | 0.70% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -363,644 | -100.0% | -5.04% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -4,226,933 | -100.0% | -7.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC (AMZN US) | 42 | Q3 2023 | 22.4% |
| SALESFORCE COM INC | 19 | Q1 2020 | 28.5% |
| MERCADOLIBRE INC (MELI US) | 18 | Q3 2023 | 15.1% |
| BICYCLE THERAPEUTICS PLC | 18 | Q3 2023 | 3.7% |
| NETFLIX INC | 17 | Q2 2020 | 20.6% |
| ATLASSIAN CORP PLC-CLASS A (TEAM US) | 17 | Q2 2022 | 13.9% |
| VISA INC-CLASS A SHARES (V US) | 16 | Q3 2023 | 9.1% |
| TWILIO INC - A (TWLO US) | 15 | Q1 2023 | 14.2% |
| SQUARE INC - A (SQ US) | 15 | Q3 2023 | 6.3% |
| YELP INC | 14 | Q3 2016 | 17.8% |
View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Zentalis Pharmaceuticals, Inc. | February 14, 2023 | 2,231,427 | 3.9% |
| EXICURE, INC. | May 11, 2022 | 5,856,310 | 4.8% |
| BICYCLE THERAPEUTICS plc | March 14, 2022 | 1,408,259 | 4.8% |
| TPG Pace Beneficial Finance Corp.Sold out | January 03, 2022 | 0 | 0.0% |
| Farfetch Ltd | February 16, 2021 | 5,354,942 | 1.8% |
| BOSTON BEER CO INCSold out | February 14, 2018 | 0 | 0.0% |
| Workday, Inc.Sold out | February 14, 2018 | 0 | 0.0% |
| DUNKIN' BRANDS GROUP, INC.Sold out | February 14, 2017 | 0 | 0.0% |
| On Deck Capital, Inc.Sold out | February 14, 2017 | 0 | 0.0% |
| YELP INCSold out | February 14, 2017 | 0 | 0.0% |
View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| SC 13D/A | 2022-05-11 |
View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.